Spreadsheet formulas built for finance.
Formula Genius helps finance teams generate validated spreadsheet formulas, SQL queries, and regex patterns from plain-English descriptions. Common challenge: one wrong sumifs reference in a quarterly report can misstate revenue by millions. Get accurate results in seconds, not hours.
Stop debugging nested IFs at midnight. Generate validated formulas for budgets, forecasts, and financial models — with edge-case testing built in.
"Calculate monthly variance between actual and budget, show as percentage"
=IF(Budget<>0, (Actual-Budget)/Budget, 0)Spreadsheet challenges that finance teams face every day.
Formula errors cost real money
One wrong SUMIFS reference in a quarterly report can misstate revenue by millions. Manual formula auditing takes hours and still misses edge cases.
Financial models are fragile
Nested IFs, complex lookups, and cross-sheet references break silently. You only find out when the board deck has wrong numbers.
Excel version mismatches
Your XLOOKUP works fine on Excel 365 but breaks when the CFO opens it in Excel 2019. Version compatibility is a constant headache.
Real formulas for finance teams
Describe what you need. Get a validated formula in seconds.
"Calculate NPV of cash flows with a 10% discount rate"
=NPV(0.10, B2:B6) + B1"Sum all revenue entries for Q1 where department is Marketing"
=SUMIFS(amount, date, ">="&DATE(2026,1,1), date, "<"&DATE(2026,4,1), dept, "Marketing")"Monthly revenue trend with month-over-month change"
SELECT month, revenue,
revenue - LAG(revenue) OVER (ORDER BY month) AS mom_change,
ROUND((revenue - LAG(revenue) OVER (ORDER BY month)) / LAG(revenue) OVER (ORDER BY month) * 100, 1) AS mom_pct
FROM monthly_revenue;"Calculate weighted average cost of capital"
=LET(
e_weight, equity/(equity+debt),
d_weight, debt/(equity+debt),
e_weight*cost_of_equity + d_weight*cost_of_debt*(1-tax_rate)
)Features that matter for finance teams.
Edge-case validation
Every formula is tested against division by zero, blank cells, and boundary conditions before you see it. No more #DIV/0! surprises in the board deck.
Version-aware output
Generates formulas compatible with your Excel version. Need Excel 2016 compatibility? We'll skip XLOOKUP and use INDEX/MATCH instead.
Financial function library
NPV, IRR, XNPV, XIRR, PMT, FV, PV — all financial functions with proper parameter ordering and common pitfall warnings.
Audit trail
Every generated formula includes a plain-English explanation and step-by-step breakdown. Perfect for documentation and compliance.
Frequently asked questions
Does Formula Genius handle complex financial models?
Yes. It generates multi-step formulas using LET for readability, handles circular references warnings, and provides alternative approaches for complex calculations like Monte Carlo simulations.
Can it generate SQL for financial reporting?
Absolutely. Revenue recognition queries, cohort analysis, variance reporting — specify your database (PostgreSQL, MySQL, SQL Server) and get optimized queries.
Is the output accurate enough for production financial reports?
Every formula is validated against 14+ edge cases before you see it. We flag assumptions, handle error conditions, and provide test data so you can verify results before deploying.
Ready to stop debugging formulas?
Describe what you need in plain English. Get a validated formula — with explanations and edge-case checks.